Dividend Assets Capital’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Dividend Assets Capital’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-400	Closed	-$21K	–	554
2021 Q1	$21K	Hold	400	–	–	﹤0.01%	383
2020 Q4	$20K	Buy	+400	New	+$20.4K	﹤0.01%	380

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dividend Assets Capital's VTIP Position: Q2 2021 in Review

Dividend Assets Capital sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2021, closing a stake of 400 shares — an estimated $21K sold.

Dividend Assets Capital first reported a position in VTIP in Q4 2020 and held it in 2 quarters. The position peaked at $21K in Q1 2021. 577 funds tracked by Wall St. Rank hold VTIP as of Q2 2021.

Dividend Assets Capital reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2021 after selling out during the quarter.
Dividend Assets Capital sold 400 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2021, an estimated $21K.
Dividend Assets Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 2 quarters.
Dividend Assets Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $21K in Q1 2021.
577 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2021.

Based on Dividend Assets Capital's 13F filing for Q2 2021, filed 23 Jul 2021.